See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,080 | $176,056-42.6% | $159,436-36.6% | $167,490-39.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 19.27% | 331.75%-312.5pp | 263.57%-244.3pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,814 | $5,297-65.7% | $4,829-62.4% | $4,837-62.5% |
| Participant deferral / active EE | $3,162 | $7,750-59.2% | $7,352-57.0% | $6,341-50.1% |
| Admin fee / account holder | $390 | $12,554-96.9% | $10,799-96.4% | $12,309-96.8% |